TRB Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
TRB Wealth Management's BMY Position: Q2 2026 in Review
TRB Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 2% in Q2 2026, buying an estimated $5.11K and bringing the position to 4,542 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #232.
TRB Wealth Management first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $270K in Q1 2026. 2,501 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- TRB Wealth Management held 4,542 shares of Bristol-Myers Squibb worth $262K as of Q2 2026.
- TRB Wealth Management bought 89 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.11K.
- Bristol-Myers Squibb made up 0.03% of TRB Wealth Management's portfolio in Q2 2026, its #232 holding.
- TRB Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
- TRB Wealth Management's Bristol-Myers Squibb position peaked at $270K in Q1 2026.
- 2,501 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.